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Neighbor News

Plan, Retire, Relax Retirement Series #2

Thinking about retirement? What you don't know about retirement can ruin your retirement.

#2

Thinking about retirement?

What you don’t know about retirement can ruin your retirement. One big key is being able to answer yes to statements like these:

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1. My spouse and I have and stick to a household budget.

2. My spouse and I spend less than we make and save the rest.

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3. Both of us contribute enough to our employer-sponsored savings plans so

we can maximize our employers’ contributions.

4. We have adequate insurance protection to avoid catastrophic financial losses.

5. Saving and investing is a consistent part of our monthly financial routine.

For more things to consider as you build your retirement plan, see the “Retirement Planning Starting Gate” in my free ebook, Plan, Retire, Relax.

Summit Investor Coach Gene Offredi CFP RFC

www.summitinvestorcoach.com

203.453.1017

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